BKT vs JPIN

Comparison between BlackRock Income Trust Inc (BKT, ETF) and JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF (JPIN, ETF).

5-Year PerformanceJPIN has outperformed BKT, delivering a return of +7.4% compared to -2.9%

BKT vs JPIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKT(ETF)	JPIN(ETF)
Net Assets	$362M	$363M
Expense Ratio	N/A	0.37%
Max Drawdown	58.60%	40.31%
Sharpe Ratio	-0.43	1.14
5Y Beta	0.12	0.59
5Y Dividends CAGR	-1.43%	15.44%

Net Assets

BKT

$362M

Winner

JPIN

$363M

Expense Ratio

BKT

N/A

JPIN

0.37%

Max Drawdown

BKT

58.60%

Winner

JPIN

40.31%

Sharpe Ratio

BKT

-0.43

Winner

JPIN

1.14

5Y Beta

Winner

BKT

0.12

JPIN

0.59

5Y Dividends CAGR

BKT

-1.43%

Winner

JPIN

15.44%

BKT vs JPIN - Historical Returns

Returns include dividend reinvestment.

Period	BKT	JPIN
1 month	-0.95%	-1.49%
3 months	-2.87%	+0.95%
6 months	-0.35%	+8.59%
1 year	+0.35%	+20.22%
5 years(CAGR)	-2.90%	+7.38%
10 years(CAGR)	+1.17%	+7.41%
Max(CAGR)	+4.88%	+6.74%

Winner

BKT

-0.95%

JPIN

-1.49%

BKT

-2.87%

Winner

JPIN

+0.95%

BKT

-0.35%

Winner

JPIN

+8.59%

BKT

+0.35%

Winner

JPIN

+20.22%

5Y(CAGR)

BKT

-2.90%

Winner

JPIN

+7.38%

10Y(CAGR)

BKT

+1.17%

Winner

JPIN

+7.41%

Max(CAGR)

BKT

+4.88%

Winner

JPIN

+6.74%

BKT vs JPIN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BKT	JPIN
2026	-1.41%	+6.23%
2025	+5.44%	+33.51%
2024	+3.16%	+3.91%
2023	+6.18%	+17.01%
2022	-21.38%	-14.47%
2021	-0.61%	+6.25%
2020	+7.53%	+4.17%
2019	+14.49%	+16.58%
2018	-2.90%	-13.76%
2017	+3.55%	+24.91%
2016	+4.44%	+2.11%
2015	+5.24%	+2.59%
2014	+4.76%	-1.55%
2013	-6.90%	N/A
2012	+6.66%	N/A
2011	+13.47%	N/A
2010	+13.39%	N/A
2009	+11.73%	N/A
2008	+9.97%	N/A
2007	-3.72%	N/A
2006	+6.92%	N/A
2005	-9.55%	N/A
2004	+4.53%	N/A
2003	+2.71%	N/A
2002	+21.54%	N/A
2001	+19.11%	N/A
2000	+19.25%	N/A
1999	-5.16%	N/A

BKT vs JPIN Drawdown Comparison

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The maximum drawdown for JPIN was -36.68%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.

The current BKT drawdown is -18.79%. The current JPIN drawdown is -5.31%.

Rank	BKT	JPIN
#1	-35.71% Sep 15, 2021 - Oct 26, 2023	-36.68% Jan 26, 2018 - Dec 29, 2020
#2	-19.22% May 25, 2005 - May 12, 2008	-29.63% Sep 3, 2021 - Mar 20, 2024
#3	-19.03% Mar 17, 2004 - Sep 20, 2004	-16.95% May 21, 2015 - Mar 27, 2017
#4	-17.21% May 12, 2008 - Jan 5, 2009	-12.33% Sep 26, 2024 - Apr 28, 2025
#5	-17.19% Jun 12, 2003 - Feb 13, 2004	-10.41% Feb 25, 2026 - Mar 20, 2026
#6	-13.39% Oct 12, 2012 - Oct 6, 2015	-6.14% Jul 31, 2024 - Aug 19, 2024
#7	-10.90% Nov 5, 1999 - Jun 30, 2000	-5.49% Nov 18, 2014 - Feb 3, 2015
#8	-10.45% Feb 24, 2020 - May 12, 2020	-4.50% Mar 27, 2024 - May 6, 2024
#9	-7.48% Sep 13, 2017 - Feb 6, 2019	-4.38% Jun 14, 2021 - Sep 3, 2021
#10	-6.96% Nov 23, 2004 - Jan 27, 2005	-4.27% Feb 25, 2015 - Apr 8, 2015
#11	-6.87% Oct 14, 2002 - Dec 26, 2002	-4.19% Nov 12, 2025 - Dec 10, 2025
#12	-6.72% Feb 2, 2009 - May 18, 2009	-3.99% Jan 8, 2021 - Feb 12, 2021
#13	-6.70% Aug 23, 2001 - Oct 1, 2001	-3.80% Sep 16, 2025 - Oct 27, 2025
#14	-6.41% Oct 8, 2001 - Jan 15, 2002	-3.68% Jul 23, 2025 - Aug 12, 2025
#15	-6.03% Jul 15, 2002 - Aug 5, 2002	-3.63% Feb 16, 2021 - Mar 16, 2021

Correlation

Correlation between BKT and JPIN is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101

Dividend Comparison (2000 - 2026)

BKT vs JPIN dividend yield comparison.

Year	BKT	JPIN
2026	4.22%	0.25%
2025	9.53%	4.50%
2024	9.19%	4.20%
2023	8.69%	6.22%
2022	8.35%	3.06%
2021	7.31%	5.03%
2020	6.80%	2.45%
2019	6.82%	3.30%
2018	6.48%	2.72%
2017	5.16%	2.12%
2016	5.10%	1.67%
2015	5.90%	2.18%
2014	6.60%	0.30%
2013	7.12%	0.00%
2012	6.61%	0.00%
2011	5.54%	0.00%
2010	4.28%	0.00%
2009	4.53%	0.00%
2008	4.90%	0.00%
2007	6.49%	0.00%
2006	6.80%	0.00%
2005	8.47%	0.00%
2004	8.51%	0.00%
2003	8.17%	0.00%
2002	12.51%	0.00%
2001	7.64%	0.00%
2000	4.29%	0.00%